Farnsley Wealth Management, LLC

RIASEC Registered

Total AUM

$72.7M

Discretionary

$2.5M

3% of AUM

Avg account

$643K

Accounts

113

Employees

Advisory reps

Firm details

Headquarters: Port St Joe, Florida
CRD number: 125538
Website: farnsley.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI54.99%
Individuals15.27%
Charitable Organizations15.14%
Corporations / Businesses11.2%
Pension & Profit Sharing Plans3.4%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Farnsley Wealth Management, LLC is an independent, individual-owned RIA that acts as a capital allocator for both individual/family and institutional clients. The firm provides fee-based advice under percentage-of-AUM and fixed-fee arrangements and combines financial planning, portfolio management for individuals and small businesses, and manager selection as core advisory services. It also operates broker-dealer and insurance broker activities alongside its advisory business. The firm does not characterize itself as an active ESG investor and appears to operate from a single-state footprint.